Client Services Representative 

About Modern Health Solutions:

Modern Health Solutions helps families and businesses of all sizes find the best solution for their healthcare coverage. As an independent agency, we partner with around 50 different insurance companies across multiple states to help our clients get the best health insurance for their situation. This translates to less medical bills, peace of mind, and greater overall happiness for our clients.

 

Summary of Position:

Our Client Services Representatives (CSRs) are here to make our clients’ lives easier. They will be available to answer questions from clients via phone calls and emails. Our clients often need help locating their ID card, updating their payment method, checking their policy status, adding a dependent to their plan, canceling their coverage, setting up their online portal, or remembering what services are covered on their insurance policies. It is also necessary for clients to be notified of upcoming enrollment periods and policy renewals. At Modern Health Solutions, we want our clients to have a seamless onboarding process, which includes welcome messages and follow-up communications. These are all things our Client Services Representatives will be able to assist with. 

A good CSR will be able to contact the insurance companies on behalf of our clients and agents to get all the necessary information needed to make sure policy data is updated in a compliant and timely manner. They will then provide thorough notes in our CRM detailing all correspondence with clients and any policy changes. Our Client Services Representatives will be able to accomplish these tasks by familiarizing themselves with insurance terminology and our different softwares and systems we have in place. 

 

Culture / Work Environment / Benefits:

  • MHS is a small company and we do not currently have an office space
  • Remote work environment and ability to set your own schedule
    • CSRs need to mostly be available during business hours so they can correspond with insurance companies
  • Modern Health Solutions provides a $500/mo ICHRA to help our full-time employees cover their health insurance costs.
    • One of our agents will assist you in shopping for different major medical, dental, vision, supplemental, and life insurance plans

 

Compensation:

Hours will vary with this full-time position. Expect to work 30-40 hours every week. The starting salary for this position is $30,000/ year.

We can accommodate part-time work as well. Part-time employees will be paid an hourly wage of $15/hour.

 

Qualifications & Skills Needed:

  • Previous customer service experience required (bonus points if it was over the phone)
  • Proficient with technology – Internet, Microsoft Office products, texting, emailing, social media
  • Knowledgable about general insurance terminology and products
  • Life and health insurance license welcomed but not required
  • No criminal records allowed